Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
TW
5701
Traveka Wealth
California
$178M -$2.95M -2% 157
IF
5702
IRON Financial
Illinois
$178M +$387K +0.2% 135
UOMF
5703
University of Massachusetts Foundation
Massachusetts
$178M -$7.6M -4% 4
RF
5704
RHS Financial
California
$178M -$15M -8% 148
GCP
5705
Garda Capital Partners
Minnesota
$178M +$54M +44% 295
OAS
5706
Optivise Advisory Services
Tennessee
$178M -$7.39M -4% 210
JWWM
5707
Johnson & White Wealth Management
Pennsylvania
$178M +$12.9M +8% 102
GECH
5708
Garnet Equity Capital Holdings
New York
$178M +$11.6M +7% 21
B
5709
Birchbrook
Maine
$178M +$2.06M +1% 305
AWA
5710
Aletheian Wealth Advisors
Washington
$178M +$8.76M +5% 97
TCG
5711
Transcendent Capital Group
Oklahoma
$178M -$15.5M -8% 448
NC
5712
Napatree Capital
Rhode Island
$178M +$7.5M +4% 202
SCM
5713
Solas Capital Management
Connecticut
$178M +$27.2M +18% 22
WQ
5714
Wealth Quarterback
New Jersey
$178M -$35.3M -17% 135
KCM
5715
Kempner Capital Management
Texas
$178M -$4.5M -2% 52
NWM
5716
Napa Wealth Management
California
$178M -$53.6M -23% 222
YWM
5717
Yoder Wealth Management
California
$178M -$3.36M -2% 112
RCAP
5718
Resolute Capital Asset Partners
Colorado
$178M -$8.23M -4% 56
MC
5719
MSD Capital
New York
$178M -$5.56M -3% 3
SIAM
5720
Sterling Investment Advisors (Missouri)
Missouri
$178M +$6.5M +4% 38
II
5721
Ironclad Investments
Florida
$178M +$6.65M +4% 3
BAM
5722
BOCHK Asset Management
Hong Kong
$178M -$149M -46% 77
BMA
5723
Brooks Moore & Associates
Tennessee
$177M +$8.18M +5% 105
BCM
5724
Brookmont Capital Management
Texas
$177M -$9.86M -5% 54
CSIA
5725
Carl Stuart Investment Advisor
Texas
$177M -$10.2M -5% 20